In this articleORCLGOOGLMSFTAMZNThis report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here.The coreEarnings season has seen endless spending commitments from tech companies as they scramble to build out data center capacity amid the AI boom.Hyperscalers, including the likes of Amazon, Microsoft, Meta and Alphabet, announced capital expenditure could hit $700 billion on AI this year — that's more than the GDP of countries like the United Arab Emirates, Singapore a ...

Group 1 - Anthropic has completed a $30 billion Series G funding round, achieving a post-money valuation of $380 billion, making it the second-largest private financing in tech history [1] - The funding round was led by Singapore's sovereign wealth fund GIC and hedge fund Coatue, along with several prominent investors including D.E. Shaw, Dragoneer, Founders Fund, and major tech companies like Microsoft and Nvidia [1] - Anthropic is preparing for an IPO in the second half of 2026, with annual revenue reaching $14 billion, 80% of which comes from enterprise clients [2][3] Group 2 - Google has announced a significant upgrade to its Gemini 3 Deep Think, which includes a new math research agent capable of solving open mathematical problems autonomously [4][5] - Gemini 3 Deep Think has achieved a Codeforces Elo rating of 3455, surpassing 99.992% of human programmers, and can tackle complex problems in advanced data structures and algorithms [7][8] - Google aims to challenge Anthropic's position in both academic and programming domains, emphasizing the importance of defining how AI should work [10][42] Group 3 - Anthropic's Claude Code has seen a rapid increase in revenue, with its annual revenue surpassing $2.5 billion, and has driven a surge in product development, likened to a "Cambrian explosion" in AI products [13][18] - The success of Claude Code is attributed to its ability to redefine AI's role from a mere conversational agent to an active problem-solving agent [20][21] - Investors are recognizing that if AI can automate complex tasks, the value proposition of traditional SaaS companies may diminish significantly [22] Group 4 - Google claims to have reduced the service unit cost of Gemini AI by 78%, making it a more cost-effective option for enterprises compared to Anthropic's offerings [39] - The competition between Anthropic and Google is not just about model performance but about who can define the operational framework of AI [42][54] - Both companies represent different strategic priorities: Anthropic focuses on context understanding and task execution, while Google emphasizes foundational reasoning and generalization capabilities [43][44]

Core Viewpoint - Major tech companies like Amazon, Microsoft, and Alphabet (Google's parent) are trying to reassure investors about the profitability of their AI investments, but investor patience is waning as capital spending plans for 2026 increase [1] Group 1: Company Insights - Amazon, Microsoft, and Alphabet have been actively communicating their strategies and expectations regarding AI development to investors [1] - The companies are facing challenges as the market's tolerance for high capital expenditures diminishes [1] Group 2: Industry Trends - The overall trend in the tech industry indicates a growing concern among investors regarding the return on investment from AI initiatives [1] - Capital spending plans for 2026 are projected to rise, which may further strain investor confidence [1]

猝不及防，谷歌DeepMind又放大招了！ 今天，Gemini 3 Deep Think重磅升级， 几乎刷爆全领域的SOTA ，标志着AI推理能力进入了全新维度。 （ SOTA： State-of-the-Art的缩写，当前公开可验证的最优技术、方法、模型或产品） 来源：新智元(AI_era) （姚顺宇参与了Gemini 3 Deep Think。 去年10月，清华物理系传奇特奖得主姚顺宇离职Anthropic，加盟谷歌DeepMind） 这一次，在科学研究和硬核工程领域， Deep Think堪称一个「最强大脑」 。 它可以将草图渲染成一个高保真、实用的3D笔记本电脑支架图，并直接将其打印出来。 新版Deep Think的实力究竟有多恐怖？ 在编程界，它刷出了3455 Elo的惊人分数，达到世界冠军级的水准，冲入了Codeforces比赛人类TOP 10！ 也就是说， 全球只有7人击败了Gemini 3 Deep Think ，一年前，最强o3也仅拿下2727 Elo。 谷歌VP晒出这个副项目，最终的成品是这样子的。 | - Top rated | | | | --- | --- | --- | | # | ...

2月13日，谷歌发布Gemini 3 Deep Think推理增强版本，这一"推理模式"专为科学研究和工程应用设计，旨在拓展智能系统在复杂任务中 的能力边界。 新版本在Gemini 3架构基础上升级了推理机制，引入"推理时计算"（Inference-time Compute），能够在处理复杂逻辑和系统级问题时进行 多步骤推演，同时提高结构一致性验证和工程任务求解的准确性。 考虑到Deep Think在处理问题时需调用庞大的后台算力资源，谷歌设定了差异化的付费规则： 对于追求极致产出的个人专业用户，Deep Think已正式纳入最高档的Google AI Ultra 计划。订阅者需支付249.99美元/月（约合人民币 1800 元），即可享受不限次数的深度推理权限、30TB超大存储空间以及算力响应的最高优先级。 面向开发者和企业的API接入，按使用量计费：输入百万tokens收费2美元，输出百万tokens收费12美元。 01 智力基准：从算法奥赛到前沿物理的全面登顶 Gemini 3 Deep Think的技术原型曾在2025年7月的国际数学奥林匹克竞赛（IMO 2025）中一战成名。 当时，该模型在4.5小 ...

通信 周跟踪（20260202-20260208） 领先大市-A(维持) ——北美资本开支增长并未见顶，Scaleup 是光通信重要增量 2026 年 2 月 13 日 行业研究/行业周报 1.4 市场分歧或创造加仓机会。虽然市场短期认为高昂的资本开支意味着企 业自由现金流受到吞噬且 AI 回报时间或延长，但我们认为此轮 AI 资本开支超级 周期不同于上一轮云计算基建期，其见顶标志往往是随着上云比例的提升云厂商 收入增长的显著放缓。而近期伴随着 Claude Cowork、openclaw、Bedrock Agent、 Copilot Studio、QoderWork、Coze 等自动化编程工作流智能体的上线，Token 增 长被快速引爆，由于工作任务和数据量的不确定性，智能体工作流拉动 Token 的 增长天花板目前并无上限。而诸如 Claude Opus 4.6"极速模式"由于算力加成时 对 AIOT 意义重大，SpaceX 计划组建百 万 太 空 算 力 集 群 - 周 跟 踪 （20260126-20260201） 2026.2.4 通信行业近一年市场表现 行业动向： 1）北美主要 CSP 陆续发布财 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

​Autodesk, Inc. (NASDAQ:ADSK) is one of the Profitable SaaS Companies for 2026. On February 9, Reuters reported that Autodesk has sued Google over alleged “Flow” trademark infringement to market competing AI tools used for making film, TV, and gaming production. ​Autodesk, Inc. (NASDAQ:ADSK) highlighted in the complaint it filed with the San Francisco federal court that the company started using Flow in 2022 for visual effects and was surprised to see Google launching Flow software in 2025 for the same cu ...